Why Europe Must Prepare to Go It Alone | Carlo Masala

In Episode 460 https://hiddenforces.io/podcasts/why-europe-must-prepare-to-go-it-alone-carlo-masala of Hidden Forces, Demetri Kofinas speaks with Professor of International Politics at the Bundeswehr University Munich, Carlo Masala, whose book "If Russia Wins," makes the case for European national rearmament and the urgent need to deter near-term Russian threats against NATO member countries in the absence of American leadership. Masala and Kofinas spend the first hour of their conversation detailing the scenario Calro puts forward in his book—a limited Russian incursion into the Estonian city of Narva. They explore why Carlo thinks that Russia might attempt such an operation, the similarities to and differences from the approach Russia took in Ukraine in 2014, whether NATO's Article 5 commitment would hold in such a scenario, and whether the gradual erosion and eventual destruction of the NATO alliance is the ultimate goal of the Russian Federation, irrespective of who is in office. The second hour is devoted to a conversation about: Europe's defense challenges in the face of a declining American commitment to NATO The material and financial constraints European nations face in strengthening their deterrence The advantages and disadvantages of Russia's conventional and unconventional forces The deeper crisis of identity and purpose afflicting Western democracies. They discuss the immigration debate, culture wars, the failure of democratic leadership in the context of European politics, and what ordinary citizens can do to defend democratic systems in the face of threats, both external and internal. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe https://hiddenforces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe https://hiddenforces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts https://podcasts.apple.com/us/podcast/hidden-forces/id1205359334, YouTube https://www.youtube.com/channel/UC8URhgYos5fjHqFSO4RSIEg, Spotify https://open.spotify.com/show/0TK6u251zGSlMgJKH6cOaP, Stitcher https://www.stitcher.com/podcast/demetri-kofinas/hidden-forces, SoundCloud https://soundcloud.com/hiddenforces, CastBox https://castbox.fm/channel/2629539, or via our RSS Feed http://hiddenforces.libsyn.com/rss Writing us a review on Apple Podcasts https://podcasts.apple.com/us/podcast/hidden-forces/id1205359334 & Spotify https://open.spotify.com/show/0TK6u251zGSlMgJKH6cOaP Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io https://hiddenforces.io/. Join the conversation on Facebook https://www.facebook.com/hiddenforcespod/, Instagram https://www.instagram.com/hiddenforcespod/, and Twitter https://twitter.com/hiddenforcespod at @hiddenforcespod Follow Demetri on Twitter at @Kofinas https://twitter.com/kofinas Episode Recorded on 01/22/2026

Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:00Demetri Kofinas?

  What's up everybody? My name is Demetri Kofinas and you're listening to Hidden Forces, a podcast that inspires investors, entrepreneurs, and everyday citizens to challenge consensus narratives and learn how to think critically about the systems of power shaping our world. My guest in this episode of Hidden Forces is Carlo Masala, a political scientist, a professor of international politics at the Bundeswehr University Munich, and the author of the book If Russia Wins, which makes the urgent case for European national rearmament and the need to deter near-term threats of Russian incursions into NATO member countries and protect European governments and nations from Russian political domination.

• 0:43Demetri Kofinas?

  Carlo and I spend the first hour of this conversation detailing the scenario that he puts forward in his book, that of a limited Russian incursion into the Estonian city of Narva. We explore why Carlo thinks that Russia might attempt such an operation, the similarities to and differences from the approach Russia took in Ukraine in 2014, whether NATO's Article 5 commitment would hold in such a scenario, and whether the gradual erosion and eventual destruction of the NATO alliance is the ultimate goal of the Russian Federation irrespective who is in office, be that Putin or his successor. The second hour is devoted to a conversation about Europe's defense challenges in the face of declining American commitments to NATO, the material and financial constraints

• 1:26Demetri Kofinas?

  European nations face in strengthening their deterrent capabilities in the absence of such a commitment, the advantages and disadvantages of Russia's conventional and unconventional forces, and the deeper crisis of identity and purpose afflicting Western democracies. We discuss the immigration debate, culture wars, and the failure of leadership in the context of European politics, and what ordinary citizens can do to defend democratic systems in the face of threats, both external and those emanating from within. If you want access to all of this conversation, go to hiddenforces.io/subscribe and join our premium feed, which you can listen to on your mobile device using your favorite podcast app, just like you're listening to this episode right now.

• 2:11Demetri Kofinas?

  If you want to join in on the conversation and become a member of the Hidden Forces Genius Community, which includes Q and A calls with guests, discounted access to third-party research and analysis, and in-person events like our intimate dinners and weekend retreats, you can also do that on our subscriber page. And if you still have questions, feel free to send an email to [email protected] and I or someone from our team will get right back to you. And with that, please enjoy this timely and important conversation about NATO and the future of Europe with my guest, Carlo Masala.

• 2:50Demetri Kofinas?

  Carlo Masala, welcome to Hidden Forces.

• 2:54Speaker 01

  Thanks for having me on your program.

• 2:56Demetri Kofinas?

  I'm excited to have you on. Your book has been making the rounds, and it was recommended to me by a number of people. And I finished reading it over the weekend, and I'm very excited to speak with you about it today. The book is titled If Russia Wins, and it opens with a very specific scenario that takes place in the future on March 27, 2028, where Russian forces invade Estonia's largest city with a population of 57,000 and also take control of a sparsely populated Estonian island. Walk us through the scenario that you lay out in the book. Why did you choose to write it? And what made you choose this particular country and this sequence of events as your thought experiment?

• 3:40Speaker 01

  Okay, I have to start with the reason why I wrote the scenario. And this goes back to summer 2024. In summer 2024, almost every military intelligence service in Europe published their assessment that Russia might have an army by 2029, which is big enough and strong enough to attack a NATO member state. And then, of course, a debate started here in Europe, partly also in the US, but mostly here in Europe, where critics made two points. The first one was, why should Russia be so stupid to attack NATO? Because NATO is far superior in its military capabilities than the Russians are.

• 4:24Speaker 01

  And the second argument was, look at the Russian forces in Ukraine. They have so many difficulties. How can you think that, you know, even the Russian political and military elite might think that they have a real chance in fighting NATO? So this was the debate we had in summer 2024. And at that time, I was thinking, you know, maybe this is not the right way to think about how Russia might attack a NATO country. Because what is Russia's goal? And Russia's goal is actually to destroy NATO and to make sure that US forces are out of Europe. Because then, this is what the Russian political and military elite thinks,

• 5:06Speaker 01

  they are able to dominate part of the European landmass again, politically and economically. So this led me to the thought, to achieve this goal, is it really necessary to attack a NATO country full-fledgedly? Meaning, you know, six tank divisions breaking through the Belarus-Polish border with the aim to conquer Warsaw? And I thought, no, it's not necessary. I mean, the Russians just have to put NATO on a test and to see whether NATO is willing to invoke Article Five. And the best thing they can do is, they can do some, let's say, minor incursion into a NATO territory.

• 5:47Speaker 01

  And then I was looking, where are basically NATO's soft underbellies? And this goes back to, you know, the Second World War, where Churchill was looking for the soft underbellies of the Nazis. And he found the soft underbelly in Sicily. So that's the reason why they drove in through Sicily to basically liberate the rest of Europe. And if you look basically at the map and in various NATO countries, you have a couple of soft underbellies. You have an island which belongs to Norway, Svalbard, for instance, where there are small Russian settlements. You have Gudland, which is a Swedish island. But you have also a couple.

• 6:27Speaker 01

  Four cities, actually, two in Norway, one in Estonia and one in Lithuania, which are close to the Russian border, which have a Russian-speaking minority and even some people who are still Russian citizens.

• 6:44Speaker 01

  And these kind of cities with a Russian-speaking minority or even Russian citizens or people who have a dual citizenship, one of them is Russian, usually provide the Russians with a perfect narrative to invade. This is what we saw in the Donbass in 2014, because then the Russians can make the argument that the rights of their minorities are oppressed in the respective countries and that they have to do something in order to protect their minorities abroad. And so you have Narva in Estonia, you have another city in Lithuania, and I choose Narva as an example. So sometimes people think that, you know, this scenario is a prognosis and that I say

• 7:29Speaker 01

  they will go into Narva, but that's not the point. Narva is just to illustrate something we know from the Russians, could have taken place also in these two Norwegian cities, where there is a Russian-speaking minority or in Lithuania, but I just choose Narva basically as an example for how the Russians might look at the possibility to put NATO on a test. This is the basic scenario. And then, of course, I mean, the Russians would make this scenario, I don't want to reveal too many things because still I want people to read the book, and then the Russians would basically go around NATO countries and especially to the United States and would say, are you really willing to risk a major conventional confrontation, which always includes

• 8:14Speaker 01

  a nuclear dimension, for the liberation of this tiny place in Estonia? And this will put NATO on a test because NATO then has to decide whether they invoke Article Five and they try to liberate by all means necessary this Russian-occupied city, or whether some NATO countries think it's not worse, let's use a phrase which we know from the First World War, that it's not worse to die for Narva. And this is basically the scenario. So it's a political scenario rather than a military scenario.

• 8:48Demetri Kofinas?

  So I certainly encourage people to read the book. It's a very short book. You can read this book in a few hours, really, if you're committed. So I would love to at least give them some sense of what the scenario is that you've put forward, because I also want to run some counterfactuals by you, because in fact, this is a contested area. Contested is the wrong word, but the Narva River crossing is an area that has seen incursions by Russian forces before. And so Estonians are on high alert on a regular basis, the Estonian army, in how to deal with this. So this is not actually, while the scenario itself is fictitious, it is by no means implausible. So just do me a favor and share with us what details you can about what you've put forward in the book, so that both people can get a sense of what they're about to

• 9:31Demetri Kofinas?

  read, and also, more importantly for this discussion, to lay the foundation for a further series of questions that delve into this topic.

• 9:38Speaker 01

  Yeah. So basically, the book starts with the end of the war against Ukraine. You know, there is, I call it the peace of Geneva, because there is a treaty signed in Geneva between the Russians and the Ukrainians, mediated by the US and some Europeans, which basically gives Russia whatever they claim they want to have. So Russia gets the territory it is occupying, Russia gets, or mostly demilitarized, Ukraine, rest of Ukraine, which will have no hard security guarantees, neither by the Europeans nor by the US. The current government or the president has to resign, they go into a phase of new elections, and the Russians are trying to meddle into these kind of elections.

• 10:18Speaker 01

  But mainly also, there is no economic perspective for the rest of Ukraine, so people are starting to leave the country. And the point is that this will be perceived by the Russians as a victory.

• 10:35Speaker 01

  And this encouraged them to go even further. So in my scenario, Putin, as a Russian president, resigns, and a new guy comes in, which is someone who comes from the financial sector, wasn't in politics before, young, smart guy, and he starts a charm offensive vis-à-vis, let's say, Europe and the US, making clear that he's not ready to negotiate anything about, you know, the occupied territories in Ukraine, but he wants to normalize relations with the West. And he puts forwards proposal after proposal, which basically leads in Europe to a situation where European leaders, as well as public opinion, is not quite sure whether this guy is just a better-looking Putin

• 11:21Speaker 01

  or really represent a kind of new approach in Russian foreign policy.

• 11:28Speaker 01

  And the consequence is that all these attempts we've seen over the past couple of years, two years, to rearm Europe, to establish some kind of deterrent with regard to Russia, is put on hold because European political leaders want to test and want to see basically who is this guy? Is he really a new approach in Russian foreign policy or not?

• 11:52Demetri Kofinas?

  Some combination of wishful thinking and also appealing to a public that is war-weary and also wants the benefit of closer economic integration with Russia.

• 12:03Speaker 01

  Yeah, and definitely in all of the European societies, then a debate starts, you know, that if this guy is really some, or represents something new in Russia, then why should we continue with all the efforts to rearm? Then basically, we should, you know, look for closer cooperation with Russia.

• 12:21Speaker 01

  While in Russia, it is very clear that actually this president, this new president, wants to continue this kind of neo-imperial policy we see from Russia since a couple of years. So he gets all his closest advisers and top military guys together and says, "Find me a way where we can basically continue with the policy of my predecessor." And then they start discussing about various options. They are very sure that, you know, invading a NATO country full-fledgedly would not lead to the desired results. And then the chief of the Russian army comes up with a historical analogy. And the historical analogy is the so-called remilitarization of the Rhineland.

• 13:08Speaker 01

  And for those who are not familiar with that is, this is a situation in 1936.

• 13:15Speaker 01

  And the Versailles Treaty, I mean, the treaty which was signed basically after the end of the First World War, did forbid Germany to have a permanent military presence in the Rhineland, which is part of Germany. Because the French were adamantly against this and supported by Great Britain in that. So it was written into the Versailles Treaty. When the Nazis came into power, they started a debate with the leadership of the Wehrmacht, how to basically test the French and the British resolve in confronting Nazi Germany. And they came up with the idea of sending the Wehrmacht into the Rhineland, fully knowing

• 13:58Speaker 01

  that if France, and this was the decision, that if France and Great Britain would react, they would basically immediately withdraw from the Rhineland. But at the end, it turned out that neither France nor Great Britain did react in any way, so the Wehrmacht stayed in the Rhineland. And this basically is the scenario they developed then for their political ambitions, which is, you basically go into a small part of a NATO area, you stay there, you ask NATO actually if they're really willing to have a major conventional escalation with the Russian Armed Forces and the nuclear dimension included to that, for the liberation of such a city. If NATO would react, if NATO were to react, they would immediately withdraw on their

• 14:43Speaker 01

  own territory. But if NATO doesn't react, then they would stay and NATO would be dead. That's basically the scenario. What is important for the book is that the attack on Narva doesn't start in Narva.

• 14:59Speaker 01

  Actually, it starts with Russian paramilitary units in Africa in pushing basically people from Africa to the Mediterranean Coast, putting them on boats to be sent to Europe. Because if you live in Europe, you know that one of the major issues at the moment is irregular migration into the European Union, especially from Africa. So if you have such a wave of migrants trying to get into the European Union, then Europe would be completely focused on preventing these migrants from entering the European Union. So Europe is going to be distracted from, let's say, the eastern flank. The same thing happens in my scenario with a little bit of help from the Chinese,

• 15:44Speaker 01

  who start basically some kind of quarrel with the Vietnamese of a small archipelago in the South China Sea. Because you, as Americans, you know that whenever something happens in the South China Sea, the reaction of every US administration is at least to send a carrier group over to deter the aggressor from doing even more. So even the US, to a certain extent, is distracted from the eastern flank of NATO and focused on the South China Sea. And this basically provides the space for the Russians to move into Narva. This is what they do in my scenario. And then, basically, the whole political process starts. Then you have a couple of scenes where, basically, you know how the US is debating internally

• 16:27Speaker 01

  what kind of possibilities they have in order, basically, to get the Russians out of Narva. The same thing happens in Europe. And the Russians are countering this by sending out their diplomats. And especially one scene is, I think, very crucial in my book, is a meeting between the Russian ambassador to the United Nations, who is sent to the White House to meet the US National Security Advisor to have a talk about, you know, Narva. And in this talk, the US National Security Advisor basically is pressing the Russian ambassador on the issue what Russia is willing to do in order to defend Narva. Because the Russians make it very clear it's about this city, it's about the protection of their minority.

• 17:12Speaker 01

  They have no intention even to go further. And in this conversation, in this chat, the ambassador, the Russian ambassador and the US National Security Advisor, they have. The Russian ambassador makes it very clear that Russia is willing to protect Narva by all means necessary, which also means the use of nuclear weapons. Yeah. And then actually, in the third step, you have the NATO meeting, which is the center of my scenario, where actually you see a split in NATO member states. There are some member states who see this as, you know, an attack on NATO's territory, and they want to push back, they want to basically react.

• 17:54Speaker 01

  And you have a couple of countries who are very reluctant to engage in order to defend Narva. So at the end of this NATO meeting, NATO doesn't invoke Article Five, which basically means NATO is, will not react to that, yeah, as a whole. And then, I think I just say something about the last chapter of the book. In the last chapter of the book, there is a call between the new Russian president and the Chinese president. And it's a very small chapter, I mean, it's half of a page or something like that. And the dialogue basically is as follows. The Russian president says to the Chinese president, you know, things are moving faster than they did over the past century.

• 18:36Speaker 01

  And the Chinese president answers by saying, yes, and we are in the driving seat, or we are driving that. And what sounds like a made up dialogue by me is exactly the dialogue Putin and Xi had a year and a half ago at Sochi, when they basically had a bilateral meeting. So at a certain point, they had a break, they went out on the balcony with their delegations, and there was a kind of hot mic, which recorded exactly this kind of conversation. Putin said to Xi, history is moving faster than the past 100 years, and Xi answered to Putin, yes, and we are in the driving seat. So. That's basically the end of my scenario.

• 19:17Demetri Kofinas?

  Okay, I have a lot of questions. Thank you so much. First of all, do we know whose mic it was that was turned on during that conversation?

• 19:24Speaker 01

  Well, I would have to go back into my files. I don't know.

• 19:27Demetri Kofinas?

  I don't know if it was ever, I'm just curious, you know, because I'm also skeptical, you know, if it was, if it was someone from the Chinese delegation, I would expect that it was done in error, but I wouldn't have been surprised if

• 19:36Speaker 01

  Maybe.

• 19:36Demetri Kofinas?

  someone on the Russian side had kept it hot on purpose. So let's go through a number of my questions. First of all, let's talk a little bit about your choice and your decision to replace Putin by this younger charismatic leader. Why did you decide to engage in a leadership transition ahead of this incursion? Why was that important for you? Was it to demonstrate that the Russian threat extends beyond Putin?

• 19:59Speaker 01

  I mean, there are three arguments why I changed basically a Russian president. One is, it's very simple, to make the book more readable and to have some kind of surprise element for the reader. The second thing is, and you alluded already to that, that if you look at Russia, we tend to call this war Putin's war. And we tend to overlook that this is basically Russia's war, because it's the regime who has this kind of neo-imperial ambition. So if Putin, I mean, if Putin will be dead by tomorrow, he will be replaced by someone else who probably would continue the same kind of policy. Because we know from the regime, it's the regime who has this kind of neo-imperial ambition. And the

• 20:42Speaker 01

  third thing is, I wanted basically older readers like I am, you know, having this kind of new Russian president who basically confuses Europe and the US is exactly what we had in the mid 80s. In the mid 80s, when Gorbachev came into power, actually, Europe and the US, I mean, the Reagan administration and our administrations, they were split on whether Gorbachev is something like a better-looking Brezhnev, I mean, his predecessor, or whether he represents really something new in Soviet foreign policy. And I needed that to basically get to the point, which is something I'm really concerned of, that if the war is over,

• 21:26Speaker 01

  Basically, we will slow down in our efforts to deter Russia. Because we will have this kind of mood in the societies as well as in in politics to say now the Russians got what they wanted in Ukraine. And that's it. They won't pose any further threat to European stability and security.

• 21:48Demetri Kofinas?

  So I I definitely think it's a good strategy to assume the worst in order to prepare yourself as best as possible in this case to deter potential Russian aggression, but I do want to dig a bit deeper into some of these assumptions that you make about Russia's goal. You said its goal is to destroy NATO.

• 22:07Speaker 01

  Yeah.

• 22:07Demetri Kofinas?

  And also that the regime beyond Putin, that the Russian, I suppose, the ruling consensus within Russia has imperial ambitions. Why do you proceed with these assumptions?

• 22:19Speaker 01

  I mean, first of all, the first assumption that Russia wants to destroy NATO is something the Russians are clearly telling us. If you go back, for instance, to the letter. I mean, the letter was written by Lavrov, but of course it was Putin's letter on the seventeenth of December twenty twenty one to Washington. And a similar letter was sent the day after to Brussels NATO headquarters, where they laid out their demands in order not to invade into Ukraine. One demand, and the most important, was that they wanted to talk to the US about actually the European security architecture. Meaning they wanted US forces out of large parts of Middle and Eastern Europe as well as the Balkans.

• 23:02Speaker 01

  Some even say they want US forces out of Kosovo, but I'm not quite sure about that. Yeah, but this is basically which they wrote in a letter. And since then, when Putin or someone else, Lavrov, Peskov, whoever, talks about, you know, ending this war, they make very clear that they want to talk to the US about this European security architecture. So usually the Russians let the US know that they're not that much willing to talk about Ukraine because they have this maximalist demands, which they want to see fulfilled. But they want to engage in a dialogue about, you know, reversing the European security architecture. And what is written in in this letter of twenty twenty one is to the status of nineteen ninety seven.

• 23:49Speaker 01

  So in 1997 was two years before the first enlargement of NATO. The first enlargement was Poland, Hungary and the Czech Republic. And the Russians know that, you know, I mean NATO will not kick out these countries out of NATO. But what the Russians do mean is no American troops and installations, you know, in those member countries who came after 1997 into NATO. And if you ask yourself, why is this the case? I mean, why do they want American troops out of Middle and Eastern Europe?

• 24:22Speaker 01

  That's a precondition for them to dominate parts of this landmass again politically and economically. I don't think personally, I do not believe that Russia's ambition is to recreate the Soviet Union, especially not when it comes to territory. I mean, it's not that I think that the Russians want to integrate the Baltic countries and the other countries into their territory and have this kind of new Soviet Union. But, and you can go back to the Yeltsin area. I mean, after 1991, when the Soviet Union collapsed and there was this first democratic government in Russia, even Yeltsin wanted to have the control over these areas. I mean, we know that there was a meeting between Clinton and Yeltsin in 1993,

• 25:08Speaker 01

  where Yeltsin basically said, "Give us, you know, the Baltics and Central and Eastern Europe." We had the first national security strategy of the Russian Federation. I don't remember, 1993, I think, was it two? Where basically they called this whole area there near abroad, where they have special interests. So this is something which is not, you know, part of Putin's and the regime's ideology. This goes even back to the Yeltsin area. And you can even extend this to the Soviet Union. Because the first proposal in 58 by the Polish, then Polish Foreign Minister Rappaki, calling on the Western Europeans to engage in some kind of diplomatic effort

• 25:52Speaker 01

  to create a kind of European security architecture, was calling for a European security architecture ranging from Vladivostok to Lisbon.

• 26:02Speaker 01

  San Francisco and Vancouver were missing in this proposal. So because even the Soviet Union knew that dominating Europe is only possible if you don't have any American influence in Europe. So that's my point. There is this inherent imperial, neo-imperial aim in Russia. And even with the current government, they're telling us this. And I could even give you more nitty gritty details. There is a Lithuanian politician who basically was expelled from Lithuania because he was accused of being a Russian spy, who lives now somewhere in Russia. He recently wrote a book. And his main argument is actually there is no state Lithuania and the Lithuanian

• 26:47Speaker 01

  language doesn't even exist. And surprisingly, who wrote the foreword for this book? It was Lavrov. And so which gives you some kind of official label, you know, for this kind of revisionist policies.

• 27:04Speaker 01

  So secondly, replacing Putin.

• 27:07Speaker 01

  I'm not a Russian expert, so I lack a lot of insights in Russian inner debates.

• 27:14Speaker 01

  But I talked to a lot of Russian experts I know. And I would even say in my field of expertise, which is more security, defense and security policy and military stuff. If you look at the war, there was only one clash in Russia with regard to this war. And this was not among people who said this war is stupid, you know, and doesn't bring anything to us. These were among the people around Putin and the hardliners accusing Putin being too soft in the way he was waging the war against Ukraine. So actually, the only opposition we became aware of was an even more nationalistic opposition

• 27:58Speaker 01

  than the current regime is. So therefore, you know, my assumption is if there is a change of Politicians in Russia, we might even get people who are more hardcore with regard to Russia's goals and, you know, what the Russians want to achieve in foreign and security policy than the current leadership is.

• 28:19Demetri Kofinas?

  And it's actually a great point because a lot of commentators in the United States, whether we're talking about Russia, whether we're talking about Turkey, because this also applies to Turkey as well, where you have a significant contingent of hardliners who push Erdogan to the right. There's an expectation that if the leader leaves, or if there's a collapse, or a coup, or something, that somehow this is good for the United States. Putting aside all the other ways in which something like that would be bad, it's also important to recognize the points that you made. So I think there'll be opportunities to challenge some of these assumptions even further as we move along, but I want to clarify a few other assumptions that you put forward. One of them, one of the preconditions for this scenario is a withdrawal of American support for NATO.

• 29:03Speaker 01

  Yeah.

• 29:03Demetri Kofinas?

  How much does this scenario depend on this, on a US withdrawal from NATO, or a reduction of its commitments, even if they aren't necessarily explicit, but a loss of confidence in American leadership?

• 29:14Speaker 01

  It's crucial. I mean, right now and in the foreseeable future, a Europe which can't rely on a US engagement in Europe, I mean, a military engagement, won't be able to defend itself against any Russian aggression, because there is a huge capability gap, and a lot of things which are crucial for defending against a large-scale aggression, be it by Russia or by someone else, but Russia is the obvious candidate for this right now at the moment, would be extremely difficult without US support. Yeah. So US being committed to NATO in both areas, conventionally and nuclear, is the precondition

• 29:59Speaker 01

  for Europe being able to defend itself and for NATO being able to deter the Russians. If there is the perception in Moscow...

• 30:10Speaker 01

  That the US is no longer committed to NATO, and especially not committed to defend actively, together with Europe, then the chances will increase that Russia might seize the opportunity. And I give you one example, which I found very striking. I told you that by summer, you know, 2024, all these military intelligence services came up and said, you know, by 2029, the Russians will have an army, which if politically wanted, is able to attack a NATO country. And all these assessments were, of course, based on, I mean, what they had as sources in terms of how many tanks do the Russians produce? How many ballistic missiles and cruise missiles? And so on and so forth. At the beginning of this year,

• 30:54Speaker 01

  we had a change of government in Germany. And with this change of government came also a change in the leadership of our external intelligence service. And the outgoing guy, who was not sacked because he's now ambassador to the Vatican. So, you know, he wasn't sacked because, you know, they didn't like him. It was just because he was already for six years head of the External Security Service and they thought change might be good. But this guy, in interviews he did before he left this position, said, "We have indications", which is far more than, you know, we know how many tanks they produce and how many ballistic missiles. We have indications that there are circles in Moscow

• 31:38Speaker 01

  who do not believe in Article 5 any longer. And they would like to test it. So, you know, what is a threat? You need to know the actor, that he has the capabilities and the intentions. And we know the actor, we know his capabilities. And now we have some indications that some circles, he wasn't very specific which kind of circles, but they even, you know, have the perception that if they would attack NATO, not full-fledged, but in the way I wrote it in the scenario, that NATO is not going to invoke Article 5. And this, of course, I mean, if you have this kind of perception, this opens a window of opportunity to do it.

• 32:18Demetri Kofinas?

  So how important is this multi-domain strategy that you talked about earlier, where in addition to the Russians in conducting incursions into neighboring territories like Estonia, the Chinese are also participating in trying to distract the Americans by getting them to send carriers into the South China Sea by instigating a crisis over some disputed territory, in this case with the Philippines over the Second Thomas Shoal. In other words, how much do you buy into this idea that there is a willingness between Moscow and Beijing to collaborate and coordinate their military engagements in a joint effort to degrade America's deterrent in Europe,

• 33:01Demetri Kofinas?

  and more generally speaking, with the overarching goal of hastening the decline and diminishment of American power?

• 33:11Speaker 01

  If you talk about degrading American capabilities in Europe, the Russians and the Chinese do have different goals. Because the Russians would like the Americans out of Europe. The Chinese are not that much in favor of that, because if the Americans are out of Europe, they can focus entirely on Asia-Pacific, which of course for the Chinese is no good news. So from a Chinese perspective, this ongoing war is the best thing that can happen to them, because you know, it ties down the US partly with their capabilities in Europe.

• 33:45Demetri Kofinas?

  Do you think that's also true for what's going on in the Middle East?

• 33:48Speaker 01

  Well, yeah, definitely. Wherever you know, the US is distracted from the Indo-Pacific or Asia, this is something the Chinese do support actively, you know, the distraction, because they're afraid that, and of course, I mean, if you look at the national security strategy of the US, you know, the focus is Indo-Pacific, is Asia. I mean, Western Hemisphere, but then next, you know, Preventing China from becoming a regional hegemon in Asia.

• 34:15Demetri Kofinas?

  It's interesting you say that and not not to take us too far afield, but it's interesting because this has actually been a source of debate in the US. And in fact, most of the public commentary around the national security strategy has suggested that this is the United States doubling down on the Western Hemisphere and essentially ceding Asia to China, where in fact, the document doesn't read like that at all.

• 34:36Speaker 01

  No, absolutely not.

• 34:37Demetri Kofinas?

  Though I think the only the only legitimate criticism that I can think of is that the document doesn't mean anything because Trump can say whatever he wants and maybe it doesn't actually reflect the intentions of the administration. However, the document, I think, is pretty clear. To your point, it's what they're saying is we're going to lock down the Western Hemisphere, and then we're going to deny China hegemony over Asia.

• 34:56Speaker 01

  Absolutely. This is how I read the national security strategy, too. I mean, it's explicitly stated. It's stated something like, you know, the independence of Taiwan is very crucial, which means nothing else than, you know, China doesn't get what we claim for us an own backyard.

• 35:12Demetri Kofinas?

  And at the same time, though, again, not and I want you to go back to where you before, but just to throw this out, and maybe we can explore it later. The one just major curiosity in terms of how this administration has approached its foreign policy is the way it has dealt with its allies. And so this idea, if you're running a containment strategy on China, there is so much that doesn't make sense. And many people will try and explain this by saying, well, this is Trump's way of showing tough love. This is his way of forcing the Europeans to spend more on collective defense in order to make the American aligned structure NATO and America's participation in NATO more sustainable. You know, that would be great if that's true. I still think that there are things that don't make sense, but

• 35:56Demetri Kofinas?

  maybe that's something we can explore. But please go back to where you were. I had originally asked you a question about this multi-domain strategy, and you were explaining how you feel what exactly is in China's best interest and the extent to which this partnership is an act of collaboration to degrade America's ability to project power and the boundaries of American empire.

• 36:15Speaker 01

  I mean, it's an act of collaboration in that sense that both do agree that

• 36:22Speaker 01

  US strength is the biggest impediment for them to achieve their own foreign and security goals. If you read every document the Chinese and the Russians basically had or agreed over the past three years, if you read the declarations of the BRICS countries, I mean, this is an organization, loose organization, which is dominated mainly by China, but also the Russians have a big role in there. The US, what they perceive as the US dominance politically, economically and militarily over the globe is the biggest threat to their own foreign policy goals. And thereby, they both do agree that, you know, degrading the US or basically contributing

• 37:06Speaker 01

  to the demise of US as a global actor is what they both have in common. So I think, I mean, we see already the collaboration. I mean, China is the biggest supporter of Russia when it comes to the war. This goes even so far that, you know, they deliver technology the Russians do use in their drone production. The Chinese are basically buying Russian oil, which helps the Russian economy surviving and even, you know, having money for financing the war. So China is Russia's biggest ally. China had also good relations with Ukraine in terms of trade. But if you ask yourself, why is China supporting Russia in their attempts, you know, to waging

• 37:51Speaker 01

  this war? This is because this war helps China to prevent that the US is focusing on Asia. As long as the war goes on, the US will, I mean, probably not with the Trump administration, we will see in the upcoming weeks and months, but so far, as long as the war was going on, the US was partly, you know, tied down, bogged down in Europe, not being able to focus entirely on the Indo-Pacific and Asia.

• 38:19Demetri Kofinas?

  All right, so let's talk a little bit about low threshold warfare. And actually, I want to suggest an episode that I did several years ago. In fact, it was right, I think we recorded it right as the pandemic was beginning to show up in the United States in early 2020. And it was with David Kilcullen, and the book was The Dragons and the Snakes. And there's a section there on China, but there's also a really useful section on Russia and what he calls liminal warfare, which is essentially low threshold warfare. And we've actually seen Russians sabotage operations across Europe today. We've seen the Baltic cable cuts. We've seen warehouse fires, assassination attempts. How does the reality of Russia's low threshold warfare or liminal warfare, as David referred

• 39:03Demetri Kofinas?

  to in that book that I mentioned, compare to what you describe in your scenario? And how much is this scenario, this aspect of the scenario, not really conjecture or hypothetical, but actually what we're seeing today?

• 39:18Speaker 01

  I mean, first of all, I would say the Russians are waging right now two wars. The one is with kinetic means in Ukraine, and the other one is with non-kinetic means against most of the European societies. And this kind, what many people call hybrid warfare, you called it low threshold warfare,

• 39:43Speaker 01

  mainly is also to intimidate governments and to deter politicians as well as, you know, public opinion from, in this case, supporting Ukraine.

• 39:57Speaker 01

  Because, as you mentioned, I mean, we've seen, you know, that companies which are connected to the production of material which goes to Ukraine went up in flames. We had an assassination attempt, which luckily was discovered very early, against, in Germany, against one of our leading managers or CEOs of one of the armaments companies.

• 40:24Speaker 01

  We see this with the cables in the Baltic Sea. Drone incursion into Poland. Fighter jets who are violating the Estonian airspace, for instance, for seventeen minutes. So these are all things which basically aim at deterring governments from doing certain things the Russians don't want them to do, from basically showing the public how defenseless their governments are. I mean, look at the whole drone thing which is going on in a lot of European countries. Drones in Copenhagen at the airport where the airport had to be shut down. Drones in Germany where the airport had to be shut down.

• 41:06Speaker 01

  Drones over military installations to spy on them. And so far, no government was able to protect these kind of installations against, you know, the drone incursion because we neglected this whole drone warfare and anti-drone warfare for a long time, which gives the population the feeling that the state can't protect you. I think we are moving even closer to the scenario that I described than I would have thought a year and a half ago when I wrote this book. Because what is happening now, and this is the difference between, you know, my scenario and the reality, that right now I'm asking myself whether Russia really needs to put

• 41:51Speaker 01

  NATO on a test or whether, you know, the current development, especially with Greenland, has damaged NATO already to such an extent that, you know, Article Five is no longer anything European NATO countries do believe in if they have the biggest alliance partner who is threatening other partners with the use of force to basically take some part of the territory. So you know, I mean, what I was anticipating that the Russians are putting NATO on a test to see how do the Americans react, how do the Europeans react? Right now, maybe the Russians look at NATO and what I told you about our external

• 42:32Speaker 01

  security chief, you know, and that circles in Moscow are thinking NATO is already dead. So we can move into Narva without even thinking about the risk that NATO will invoke Article Five, because this is not going to happen anyway.

• 42:47Demetri Kofinas?

  So let's talk about that scenario a bit more. The analogy again that you brought up, which was the invasion by Hitler in 1936, or invasion, the re-acquisition of the Rhineland in 1936. That's otherwise known as the re-militarization of the Rhineland, specifically because this was the industrial heartland of Europe and the Nazis needed it if they wanted to rebuild their military and their capacity to conduct war against European states. The Narva River Valley doesn't have the same significance. So the significance would be simply to destroy NATO as a defensive alliance. But then the question is, how much is there to be gained by the Russians for taking these

• 43:31Demetri Kofinas?

  types of risks, given the limited reward?

• 43:34Speaker 01

  I think from a Russian perspective, it would be a huge reward if NATO would collapse over this question. Yeah, as I said, you know, the Russians know that the only chance they have to basically penetrate, dominate their field is if the US is not there. As long as the US is the protector of most of these countries in between, you know, let's say, the eastern border of Germany and the western border of Belarus or Russia, they have a hard time in dominating this near abroad, as they called it. But without the US, it's much easier. So the gains of destroying NATO would be huge for Russia.

• 44:20Demetri Kofinas?

  So this has been an ongoing debate. And it's the people that fall along one side or another over the debate are predictably, politically oftentimes motivated or politically situated. There's a political bias in terms of what people say on this matter. And the matter that I'm speaking of is whether or not the United States provoked Russia's invasion of Ukraine and whether the Russians have a legitimate beef with the Americans and the Europeans for NATO enlargement. And so the real question that I want to pose to you is, how do we mediate between what Russia perceives to be its legitimate national security concerns vis a vis NATO and the legitimate

• 45:04Demetri Kofinas?

  national security concerns that the Europeans have when faced with the potential of revisionist Russia? How do we find a middle ground when the very things that each side claims it's doing in its own defense are the things that incite the concerns and the escalatory behavior of the other side?

• 45:24Speaker 01

  Well, I would start by questioning the assumption some of my colleagues, and I know the US debate also quite well, are putting forward that this Ukraine war has been, in one way or the other, been provoked by the US or NATO's policy of enlargement.

• 45:43Speaker 01

  For two reasons. The one is, and this luckily was published a couple of weeks ago, where two protocols of talks Vladimir Putin had, one was George Bush, I mean, the son, not the father, and

• 46:01Demetri Kofinas?

  George W. Bush.

• 46:02Speaker 01

  Yeah, exactly, George W. Bush. And the other one was Clinton, I think. When both cases, Putin made the point that NATO should not enlarge to Ukraine. And George W. Bush asked Putin why.

• 46:17Speaker 01

  And Putin answered not with security arguments. Putin answered by saying because Ukraine is not a state.

• 46:25Speaker 01

  So the point is, this whole war was motivated, and this is what Putin wrote in 2021, I think, in this journal.

• 46:35Demetri Kofinas?

  It's also, it's also quite frankly, what he suggested, really. The totality of all his statements to that famous interview with Tucker Carlson that he gave suggested the exact same thing. At no point did he really make the argument that it was a threat.

• 46:47Speaker 01

  The reason for Russia to wage this war is not because NATO was about to get close to the Russian borders. I mean, I worked for NATO for five years, from 2003 to 2007. I saw the whole run up to the Bucharest summit in 2008. And with the exception of the George W. Bush administration, no one wanted the Ukrainians becoming a member of NATO. And that was the reason why, you know, the Germans and the French basically objected the US pressure of including in 2008, already including Ukraine and Georgia as members of NATO.

• 47:28Demetri Kofinas?

  Wasn't that, I mean, the guidance that we were going to eventually bring Ukraine into NATO, of all the things that one could point to, that seems to have been the single stupidest thing that we could have done. Suggest that Ukraine was on the path of becoming part of NATO, but in fact was not part of NATO and therefore not covered by Article Five.

• 47:47Speaker 01

  Yeah, exactly, exactly. And since 2008, up to 2024, there was no progress in bringing Ukraine closer to NATO. Yeah, they did a lot of things within the framework of the NATO-Ukrainian partnership, but the argument that actually Putin did some kind of, yeah, let's say preemptive war because Ukraine was about to become a NATO member is completely made up. There is no empirical evidence for this, no empirical evidence for this. And Putin himself, I mean, he told Clinton, he told George W. Bush, he wrote it in 2021, and since then he repeated it.

• 48:29Speaker 01

  You know, for him, the Ukrainians are no, this is no state in its own right. And the people who think are Ukrainians are completely misled. He calls themselves Russians with a funny accent or a strange accent. From his perspective, these are Russians and they should be brought back into the motherland.

• 48:50Demetri Kofinas?

  Is it possible that the truth lies somewhere in between? That it wasn't NATO, the aligned structure, that militarily threatened Putin, but the westernization of Ukraine that represented the threat? And so, talking about how Ukraine was going to eventually become part of NATO and conversations that suggested that it may eventually become part of the European Union were themselves the threat? And what would have been a more intelligent foreign policy would have been not to talk about the eventual entry of Ukraine into NATO, because that was essentially inciting potential Russian aggression without the deterrence of Article Five?

• 49:28Speaker 01

  Well, yeah, but once you had the statement in 2008, and that's the funny thing about NATO, you know? Once they agree on something, they carry this on forever. You know, I mean, then in every communique, of course, I mean, point forty-eight was that Ukraine and Georgia one day will become NATO, a member of NATO. So, but I think, you know, the stupidity was, and the wrong policy was actually, and now we're going back to history and, you know, lessons you learn from history, by not playing tough on Russia after 2014, after the annexation of Crimea and after they started the war in the Donbass, showed to Putin that he can get away with those things. Because what happened after the annexation of Crimea, of course, there were sanctions,

• 50:13Speaker 01

  but at the same time, you know, Nord Stream Two was signed. So actually, he did something violating international law and he got rewarded with a huge economic project. And this creates, of course, the impression that you can get away with those things. And even in 2022, I mean, he didn't expect that, you know, the Europeans and the Americans became so united for a couple of years in supporting Ukraine. He was expecting, basically, that he could get away with a quick military victory and that actually, at the end of the day, everyone would accept this as a kind of fait accompli.

• 50:49Demetri Kofinas?

  So Carlo, there are a number of things that I want to discuss in the second hour. Chief among them being the broader defense implications for Europe of what appears to be a growing consensus, certainly on the American right, led by Donald Trump and his MAGA coalition, that Americans are done with Europe, that they no longer are prepared to defend it and are equally tired of paying to protect it. So in other words, can Europe exist? Can it provide for its collective defense without the United States? What would that require? And are we seeing any evidence of it in European capitals? And I think this will be a great opportunity to discuss the political fatigue we've seen in Europe as well, as we enter the fourth year of the war in Ukraine and as right-wing

• 51:32Demetri Kofinas?

  parties campaigning on many of the domestic concerns of their country's citizens at the expense of these larger geopolitical arguments about deterring Russian aggression continue to gain momentum. How does that challenge efforts at sustaining a European security architecture in America's absence? And what exactly is at stake here for the Europeans and for the Americans in Europe? For anyone new to the program, Hidden Forces is listener-supported. We don't accept advertisers or commercial sponsors. The entire show is funded from top to bottom by listeners like you. If you want access to the second hour of today's conversation with Carlo, head over to hiddenforces.io/subscribe and sign up to one of our three content tiers.

• 52:16Demetri Kofinas?

  All subscribers get access to our premium feed, which you can use to listen to the rest of today's conversation on your mobile device using your favorite podcast app, just like you're listening to this episode right now. Carlo, stick around, we're going to move the second hour of our conversation onto the premium feed. If you want to listen in on the rest of today's conversation, head over to hiddenforces.io/subscribe and join our premium feed. If you want to join in on the conversation and become a member of the Hidden Forces Genius Community, you can also do that through our subscriber page. Today's episode was produced by me and edited by Stylianos Nicolaou. For more episodes, you can check out our website at hiddenforces.io.

• 53:01Demetri Kofinas?

  You can follow me on Twitter @Kofinas and you can email me at [email protected]. As always, thanks for listening. We'll see you next time.